To create a direct debit using a template from the Create Direct Debit screen, follow the steps below.
| STEP | ACTION |
|---|---|
| 1 | Go to the Receivables > Create Direct Debit screen and click Use Direct Debit Template:
RESULT: The Use Direct Debit Template pop-up window is displayed.
|
| 2 | Enter one or more search criteria to find the template. You can enter part or all of the Template Name, Template Description, Credit Account or Direct Debit Currency.
|
| 3 | Click Search
RESULT: A list of templates that match the search criteria are displayed.
|
| 4 | Select the template to use from the list |
| 5 | Click Yes in the confirmation pop-up window
RESULT: A message is displayed providing the Direct Debit ID and the direct debit is displayed in a Draft status.
|
